As independent financial consultants, we work with you as your financial partner, advocate and guide on your path to financial well-being. We are dedicated to serving your best interests, listening carefully to understand your unique needs and offering our many years of experience to present you with objective advice and personalized strategies.Learn More
Count on our knowledge, experience and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service—the elements we consider essential for building lasting relationships.Learn More
We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value. Together, we will discover your goals and needs, then develop a plan to help you pursue critical milestones throughout your financial life.Learn More
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This article may help you maximize the benefits of your donation for your chosen charity.
Learn about the rise of Impact Investing and how it may benefit you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?